As a Mortgage Telephone Business Development Manager you will be responsible for exceeding sales targets and new business generation KPIs to meet with business objectives by developing opportunities. You will understand different partners’ business models, driving performance and quality of business submitted by allocated intermediary packager partners. The above will be articulated in a territory plan with specific account plans for key accounts.
You will be supporting the channel in developing strategies to optimise potential within the market and taking an active role in sales meetings and discussions to increase the Together reach into the market. You will also be managing existing relationships and performance using appropriate lines of communication and management information tools. You will present the Together products and services positively and professionally, both via MS Teams, email, telephone and sometimes face to face, to educate and grow our market share.
Time will be split between working remotely (c.75%) and visiting packager partners in the field (c.25%). Whilst working in the field, it is anticipated that this role will require flexibility for some overnight stays. The split between remote and field time may vary according to the businesses requirements.
You will expertly represent and train out the underwriting / packaging requirements of the company (both CF & PF in-line with our One Together approach) and provide competitor insight by understanding and collating relevant market intelligence and concisely feeding this back in to the business. Additionally you will assess new partner opportunities for packaging, or where a referral to another channel in the business maybe more appropriate (e.g. Banking / corporate) or facilitating introductions to existing panel packager partners.
As a Mortgage Telephone Business Development Manager we are looking for someone to:
- Identify and target new intermediary partners across defined regions and segments to drive business growth.
- Develop and execute proactive business development strategies to penetrate new markets and expand distribution.
- Generate pipeline through outbound activity, F2F meeting, networking, event and broker engagement.
- Deliver training tailored to the needs of potential partners, demonstrating the USP’s and flexibility of Together in all products.
- Manage the funding cycle from enquiry to submission whilst tracking pipeline conversion to ensure strong fundings.
- Manage, nurture and develop existing relationships to develop potential
- Ensure territory coverage is wide and aligned to maintain and improve underserved regions, new firms and segments
- Conduct market research to identify gaps and opportunities whilst analysing trends to anticipate demand and awareness as to where the business can gain competitive advantage.
- Feedback competitor and market intel to inform and influence products and marketing
- Attend trade shows, expo’s, networking events to raise brand profile
- Accurately log all information into CRM ensuring visibility and accountability for data.
- Maintain high quality MI and territory planning clearly demonstrating tactical activity
- Work closely with internal teams to meet the needs of intermediaries
- Consistently exceed new business targets ( eg new broker registrations, training sessions etc )
- Act as ambassador for the business ensuring the brand is presented with consistency and professionalism
- Effective diary management to ensure all intermediaries visits are aligned to contact strategies using 100/60/40 technique and zoning
- Ensure compliance with internal procedures and risk frameworks, acting as a first line to risk.
- Understand and demonstrate first line risk, understand the RCSA and be able to articulate these whilst promoting fraud avoidance
- Continuously look at ways to improve account satisfaction, operational efficiency and intermediary experience
- Maintain an accurate working knowledge of the Group’s current product criteria & underwriting procedures
- Ensure that all non-financial objectives (SLA’S, broker accreditation) & behaviour & competency framework measures (activity, capacity etc) are achieved.